小树叶投资 · UNIMONWIL
Stay curious.
Let ideas grow.
Learn to invest for a better life.
Five sides. One familiar face. Always a work in progress.
Ideas worth sharing.
Pick a story. Take your time.
Pinned决胜股市 · Learning to invest
An ongoing story about value, price, and keeping the freedom to wait. Learning through Xiaoming and Wang.
AI bubble / sustainability tracker
A traffic-light view of end-user spending, cloud delivery, GPU rentals and cash. Current cycle: unconfirmed.
NVIDIA: valuing AI growth and cash conversion
Three valuation models test growth, customer spending and cash conversion, with bear, base and bull scenarios.
VIX 30 / SPY × regular investing
No perfect entry is required. VIX 30 signaled higher average subsequent returns in our sample; neither accumulation strategy had an exit rule.
Zijin Mining: from mines to value per share
A mine-level SOTP model, three scenarios, and a calculator for your own assumptions.
My macro watchlist.
Inflation, employment and policy. A dated snapshot and primary sources.
WHY WE’RE HERE
Learn to invest for a better life.
学习投资是为了更好的生活。
Our mission
Create content that helps our audience learn and grow.
打造能让观众收获的内容。
Our vision
Build a community for “Chill” people.
打造一个属于「Chill」伙伴的社群。
KEEP IN TOUCH